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GIS vs. BF-B
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

GIS vs. BF-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in General Mills, Inc. (GIS) and Brown-Forman Corporation (BF-B). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GIS achieves a -16.19% return, which is significantly lower than BF-B's 2.70% return. Over the past 10 years, GIS has underperformed BF-B with an annualized return of -2.69%, while BF-B has yielded a comparatively higher -2.31% annualized return.


GIS

1D
-1.14%
1M
13.09%
6M
-13.54%
YTD
-16.19%
1Y
-19.76%
3Y*
-17.88%
5Y*
-5.14%
10Y*
-2.69%
ALL TIME*
9.20%

BF-B

1D
-0.45%
1M
-1.31%
6M
-1.57%
YTD
2.70%
1Y
-4.11%
3Y*
-25.57%
5Y*
-16.26%
10Y*
-2.31%
ALL TIME*
12.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GIS vs. BF-B - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GIS
General Mills, Inc.
-16.19%-23.75%1.45%-19.97%28.09%18.53%13.60%43.13%-31.57%-0.65%
BF-B
Brown-Forman Corporation
2.70%-29.29%-32.23%-11.91%-8.86%-6.07%18.67%43.78%-10.98%55.01%

Correlation

The correlation between GIS and BF-B is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.42

Correlation (3Y)
Calculated over the trailing 3-year period

0.40

Correlation (5Y)
Calculated over the trailing 5-year period

0.40

Correlation (10Y)
Calculated over the trailing 10-year period

0.37

Correlation (All Time)
Calculated using the full available price history since Sep 7, 1984

0.34

Fundamentals

Market Cap

GIS:

$19.83B

BF-B:

$12.26B

EPS

GIS:

-$0.16

BF-B:

$1.71

PS Ratio

GIS:

1.09

BF-B:

3.18

Total Revenue (TTM)

GIS:

$18.42B

BF-B:

$3.91B

Gross Profit (TTM)

GIS:

$6.19B

BF-B:

$2.32B

EBITDA (TTM)

GIS:

$300.90M

BF-B:

$1.19B

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Return for Risk

GIS vs. BF-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GIS
GIS Risk / Return Rank: 1717
Overall Rank
GIS Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
GIS Sortino Ratio Rank: 1414
Sortino Ratio Rank
GIS Omega Ratio Rank: 1515
Omega Ratio Rank
GIS Calmar Ratio Rank: 2424
Calmar Ratio Rank
GIS Martin Ratio Rank: 2121
Martin Ratio Rank

BF-B
BF-B Risk / Return Rank: 3939
Overall Rank
BF-B Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
BF-B Sortino Ratio Rank: 3737
Sortino Ratio Rank
BF-B Omega Ratio Rank: 3838
Omega Ratio Rank
BF-B Calmar Ratio Rank: 4141
Calmar Ratio Rank
BF-B Martin Ratio Rank: 3939
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GIS vs. BF-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for General Mills, Inc. (GIS) and Brown-Forman Corporation (BF-B). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GISBF-BDifference
Sharpe ratioReturn per unit of total volatility

-0.65

Sortino ratioReturn per unit of downside risk

-1.10

Omega ratioGain probability vs. loss probability

0.89

1.02

-0.13

Calmar ratioReturn relative to maximum drawdown

-0.58

-0.16

-0.41

Martin ratioReturn relative to average drawdown

-1.11

-0.35

-0.76

GIS vs. BF-B - Sharpe Ratio Comparison

The current GIS Sharpe Ratio is -0.75, which is lower than the BF-B Sharpe Ratio of -0.11. The chart below compares the historical Sharpe Ratios of GIS and BF-B, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

GIS vs. BF-B - Drawdown Comparison

The maximum GIS drawdown since its inception was -59.63%, smaller than the maximum BF-B drawdown of -68.96%. Use the drawdown chart below to compare losses from any high point for GIS and BF-B.


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Drawdown Indicators


GISBF-BDifference

Max Drawdown

Largest peak-to-trough decline

-59.63%

-68.96%

+9.33%

Max Drawdown (1Y)

Largest decline over 1 year

-34.48%

-25.48%

-9.00%

Max Drawdown (3Y)

Largest decline over 3 years

-53.45%

-65.65%

+12.20%

Max Drawdown (5Y)

Largest decline over 5 years

-59.63%

-68.31%

+8.68%

Max Drawdown (10Y)

Largest decline over 10 years

-59.63%

-68.96%

+9.33%

Current Drawdown

Current decline from peak

-52.58%

-63.89%

+11.31%

Average Drawdown

Average peak-to-trough decline

-10.39%

-11.74%

+1.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.86%

11.86%

+6.00%

Volatility

GIS vs. BF-B - Volatility Comparison

General Mills, Inc. (GIS) has a higher volatility of 13.02% compared to Brown-Forman Corporation (BF-B) at 10.49%. This indicates that GIS's price experiences larger fluctuations and is considered to be riskier than BF-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GISBF-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.02%

10.49%

+2.53%

Volatility (6M)

Calculated over the trailing 6-month period

21.43%

31.54%

-10.11%

Volatility (1Y)

Calculated over the trailing 1-year period

26.40%

38.70%

-12.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.90%

30.26%

-8.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.42%

28.20%

-5.78%

Dividends

GIS vs. BF-B - Dividend Comparison

GIS's dividend yield for the trailing twelve months is around 6.57%, more than BF-B's 3.50% yield.


PositionTTM20252024202320222021202020192018201720162015
BF-B
Brown-Forman Corporation
3.50%3.49%2.32%1.46%1.17%2.37%0.88%0.99%3.10%1.09%1.54%1.29%
GIS
General Mills, Inc.
6.57%5.20%3.73%3.47%2.50%3.03%3.37%3.66%5.03%3.27%3.01%3.00%

Financials

GIS vs. BF-B - Financials Comparison

This section allows you to compare key financial metrics between General Mills, Inc. and Brown-Forman Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.00B2.00B3.00B4.00B5.00B20222023202420252026
4.61B
1.06B
(GIS) Total Revenue
(BF-B) Total Revenue
Values in USD except per share items

GIS vs. BF-B - Profitability Comparison

The chart below illustrates the profitability comparison between General Mills, Inc. and Brown-Forman Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%35.0%40.0%45.0%50.0%55.0%60.0%65.0%20222023202420252026
34.8%
60.6%
Portfolio components
GIS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, General Mills, Inc. reported a gross profit of 1.60B and revenue of 4.61B. Therefore, the gross margin over that period was 34.8%.

BF-B - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Brown-Forman Corporation reported a gross profit of 640.00M and revenue of 1.06B. Therefore, the gross margin over that period was 60.6%.

GIS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, General Mills, Inc. reported an operating income of -2.09B and revenue of 4.61B, resulting in an operating margin of -45.4%.

BF-B - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Brown-Forman Corporation reported an operating income of 343.00M and revenue of 1.06B, resulting in an operating margin of 32.5%.

GIS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, General Mills, Inc. reported a net income of -2.01B and revenue of 4.61B, resulting in a net margin of -43.6%.

BF-B - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Brown-Forman Corporation reported a net income of 267.00M and revenue of 1.06B, resulting in a net margin of 25.3%.


Frequently Asked Questions


GIS and BF-B have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GIS has higher volatility (13.02%) compared to BF-B (10.49%). In terms of maximum drawdown, GIS dropped -59.63% vs BF-B's -68.96%.

BF-B currently has the higher Sharpe Ratio (-0.11 vs -0.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for GIS and BF-B

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